SGCNOOC@EC2611E

CNOOC Tianjin Company Exceeds 10 Million Tons of Oil and Gas Production in First Quarter of Bohai Oilfield

CNOOC Releases 2025 Annual Report

Huansan Securities: CNOOC's Oil Cost Compressed, Maintains 'Buy' Rating

Citibank Raises Forecast and Target Price for CNOOC

Morningstar Raises Fair Value Estimate for China National Offshore Oil Corporation A Shares

BOC International Adjusts CNOOC's Profit Forecast and Maintains Buy Rating

Morningstar Raises Fair Value for CNOOC

UBS Raises Profit Forecasts and Target Price for CNOOC for 2026 and 2027

Citibank publishes report analyzing CNOOC's performance

CLSA Raises CNOOC's Earnings Forecast and Target Price

JPMorgan Analyzes CNOOC Q4 Earnings Below Expectations

CNOOC Reports Net Profit Decline in 2025 Due to Brent Price Drop and Investment Losses

CNOOC Management Aims to Maintain Investment and Actively Develop New Energy

CNOOC Group Increases Shares in CNOOC with Extended Purchase Plan

CNOOC Executives Discuss Rising Oil Prices and Response Strategies

CNOOC Announces 2026 Operating Targets

CNOOC Announces 2025 Financial Results and Proposes Dividend Distribution

CNOOC released FY2025 Q4 earnings on March 26 Pre-Market (BJT), actual revenue HKD 0 (forecast HKD 109.96 B), actual EPS HKD 0 (forecast HKD 0.6116)

CNOOC released FY2025 annual earnings on March 26 Pre-Market (BJT), actual revenue HKD 435.24 B (forecast HKD 452.87 B), actual EPS HKD 2.8072 (forecast HKD 3.0428)

Tianjin Holds Meeting with CNOOC to Deepen Cooperation

ECHO INT HOLD

ASIA TELE-NET

TIAN CHENG HLDG

ABC MULTIACTIVE

FU SHEK FIN

SINO-LIFE GROUP

JIAYUAN SER

GBG HOLDINGS

LOPAL TECH

BIREN TECH

00883

The UBS report pointed out that due to the closure of the Strait of Hormuz, the volatility of the Chinese stock market has intensified, with correlation rising to 0.8. Even if the strait reopens, energy prices may still remain high, with oil prices potentially reaching $130 per barrel, and the S&P 500 index may decline by 10% to 12%. UBS downgraded the consumer and real estate sectors to "underweight," believing that inflation will limit the space for interest rate cuts, and noted that Chinese oil producers will benefit. UBS recommended several stocks, including JD.com, Baidu, and Fuyao Glass, all with a buy rating

AASTOCKS

Occidental Petroleum

CNOOC

United States Oil Fund LP

SPDR Energy Select

VanEck Oil Refiners ETF

iShares US Oil Equip & Svcs

SPDR O&G Ex & Prd

VG Energy

SPDR O&G Equip

Us Brent Oil

Pro Ultr Bloomberg Crude Oil

iShares US Oil & Gas Expl & Prod

UBS expects energy prices to remain high for a longer period, with oil prices potentially reaching $130 per barrel

00700

01810

00992

01384

01024

03317

06869

Hong Kong stocks weakened across the board today, with market sentiment significantly under pressure. Blue-chip stocks collectively retreated, dragging the index down to test support levels, and the Hang Seng Index gave back some of its previous rebound gains. On the market, AI concepts and innovative technology companies became the only bright spot in the weak market, performing exceptionally well. DEEPEXI TECH led a group of small and mid-cap AI stocks to surge against the trend, reflecting that during the index adjustment phase, major funds are accelerating their shift towards hardcore tracks with high technological growth potential and expectations of commercial revaluation

- The Hong Kong stock market closed lower, with the Hang Seng Index falling by 0.90% to 25,660.85 points, reflecting weakened market sentiment.  
- The technology sector experienced significant declines, while AI-related companies like Dipu Technology surged by 59.19%, showing strong investor interest in AI commercialization.  
- Overall, market performance remains cautious, impacted by macroeconomic factors and liquidity fluctuations; investors are advised to monitor trade data and policy trends closely.

LB Select

TENCENT

XIAOMI-W

LENOVO GROUP

DEEPEXI TECH

KUAISHOU-W

BIDU-SWR

BUTONG GROUP

51WORLD

XUNCE

HAIZHI TECH GP

YOFC

BYD COMPANY

POP MART

SMIC

Hong Kong stocks closed | All three major indices retreated, risk aversion spread, DEEPEXI TECH surged nearly 60% against the trend

09903

As of intraday trading, the three major stock indices in Hong Kong are collectively under pressure, with market sentiment appearing sluggish. The Hang Seng Index is trading at 25595.65 points, down 1.15%, retracing some of last week's gains. In terms of market performance, AI applications and semiconductor sectors have shown strong offensive capabilities, breaking through the general decline of blue-chip stocks. Stocks such as DEEPEXI TECH, XUNCE, and ILUVATAR COREX surged on high volume, reflecting that major funds continue to highly focus on technology sub-sectors with solid growth logic during market adjustments

- As of now, Hong Kong's three major indices are under pressure, with the Hang Seng Index at 25,595.65 points, down 1.15%.  
- Notable stocks include Dipu Technology, which surged 32.06%, and Xunce, which rose 19.23%, driven by strong interest in AI and semiconductor sectors.  
- Market sentiment is increasingly sensitive to economic indicators, with a shift toward stocks with predictable earnings and those benefiting from policy changes.

ILUVATAR COREX

BABA-W

MEXAN

Hang Seng Index

Hong Kong Stocks Intraday | Hang Seng Index Down 1.15% Losing Key Level, AI and Semiconductors Strong Against Market Trend, DEEPEXI TECH Surges Over 32%

600938

CNOOC announced that the Dongfang 1-1 gas field carbon dioxide capture, storage, and utilization project has commenced construction in Hainan, becoming the first offshore carbon injection and gas enhancement technology demonstration application project in mainland China. The project is expected to store over 1 million tons of carbon dioxide annually and will move the decarbonization process to the offshore platform, achieving source reduction of carbon emissions. Once completed, it will enhance the capacity of the subsea pipeline network, promote the economic development of carbon-rich natural gas resources in the region, and support the long-term stable production of the Dongfang gas field cluster

Mainland China launches its first offshore carbon injection and gas enhancement technology demonstration application project

01801

002594

JP Morgan released a report listing the latest preferred stocks of Chinese companies, all of which have been given a "buy" rating. The list includes CNOOC, target price HKD 33; BYD, target price HKD 120; Northern Huachuang, target price RMB 610; MINIMAX-W, target price HKD 1,100; Zhizhu, target price HKD 950; Bank of China, target price HKD 5.5; INNOVENT BIO, target price HKD 111

INNOVENT BIO

JP Morgan lists the latest preferred stocks of Chinese companies (Table)

02513

The Hang Seng Index closed at 25,752 points, down 140 points, affected by the situation in the Middle East, with Hong Kong stocks opening lower and continuing to decline. Alibaba's stock price fell by 2.8%, dragging down the market, while technology stocks generally retreated. Oil stocks such as CNOOC rose due to a rebound in oil prices. Domestic property stocks performed weakly, with Longfor down 5.6%

Stheadline

KNOWLEDGE ATLAS

The Hang Seng Index fell 140 points, Alibaba dropped nearly 3%, KNOWLEDGE ATLAS rose 7%. Experts: With the easing of the Middle East situation, the stock market is unlikely to decline significantly. || Hong Kong stock market closing

05942

40015

02568

CNOOC Limited has released its 2025 Environmental, Social and Governance (ESG) Report, highlighting its commitment to efficient governance, green transition, and social responsibility. The company has improved its ESG governance, received multiple accolades, and advanced its clean energy initiatives, including offshore wind projects and carbon capture technologies. CNOOC has invested significantly in community projects and safety measures, while enhancing stakeholder communication. Chairman Zhang Chuanjiang emphasized the company's goal of sustainable growth and building a world-class energy group with a focus on marine resources.

prnewswire

CNOOC F13 N4305

CNOOC F13 N2909

CNOOC F03 N3305

05:36 ETCNOOC Limited Released 2025 Environmental, Social and Governance Report

01894

02505

As of the market close, the three major indices of the Hong Kong stock market all fell back, failing to continue yesterday's rebound momentum. The Hang Seng Tech Index dropped more than 2%, giving back some of yesterday's gains, with the overall market showing a narrow fluctuation pattern of high-level retreat. On the market, small-cap technology and thematic stocks performed exceptionally actively, as funds deeply participated in structural opportunities amid the weakness of heavyweight blue chips. Stocks such as Hengyi Holdings, EDA Group Holdings, and XunCe surged against the market trend, reflecting that the market's short-term preference has shifted towards high elasticity and high volatility growth sectors

- On April 9, Hong Kong stocks experienced a decline across all three major indices, reflecting weak market sentiment, with the Hang Seng Index closing at 25,752.40, down 0.54%.  
- Notable movements included a sharp increase in small-cap tech stocks, particularly Hengyi Holdings, which surged 136.84%, driven by speculative trading and sector interest.  
- The market remains influenced by external economic data and investor sentiment regarding economic recovery, suggesting both opportunities and volatility risks ahead.

HANG YICK HLDGS

EDA GROUP HLDGS

HING LEE (HK)

GALAXIS TECH

SINOTRUK

MEITUAN

Hong Kong stock market closing | The Hang Seng Index closed down 0.54%, the Hang Seng Tech Index retreated over 2%, small-cap thematic stocks surged across the board, and Hengyi Holdings soared 136%

00769

000831

159608

002384

DSBJ hit the daily limit, ZGXT rose over 4%, CNOOC rose over 2%; CPO, rare earths, and oil and gas led the gains, while software, beverages, and brokerages saw the largest declines; the Shanghai Composite Index fell 0.72%, the Shenzhen Component Index fell 0.33%, and the ChiNext Index fell 0.73%

36Kr

CHINA RAREEARTH

ZGXT

GF CSI Rare Metals Theme ETF

DSBJ

The three major A-share indices collectively closed lower

01347

06809

01072

01177

01093

01171

06990

YOFC(06869) rose 18.94%, with a trading turnover 6.8 Billion HKD, and a year-to-date rose 334.8%. HUA HONG SEMI(01347) rose 14.68%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 22.5%. SBP GROUP(01177) fell 4.58%, with a trading turnover 848.3 Million HKD, and a year-to-date fell 2.3%. CSPC PHARMA(01093) fell 4.12%, with a trading turnover 857.3 Million HKD, and a year-to-date rose 10.4%.

Top Gainers & Losers

HUA HONG SEMI

MONTAGE TECH

DONGFANG ELEC

SBP GROUP

CSPC PHARMA

YANKUANG ENERGY

SKB BIO

Top 5 HK Stock Gainers/Losers (>100B) (4.8)

00585

01729

As of the close, the Hong Kong stock main board performed extremely strongly throughout the day, with all three major indices recording significant gains, and market sentiment experiencing a significant recovery. The Hang Seng Tech Index outperformed the market, rising over 5%, successfully reclaiming ground lost in recent adjustments. In the market, technology hardware and communication equipment sectors were particularly outstanding, becoming the core focus for capital inflow for the day. Leading stocks such as ILUVATAR COREX and YOFC saw increased trading volume and led the gains, effectively driving the activity in the domestic AI computing power and optical communication industry chains

- The Hong Kong stock market saw significant gains, with the Hang Seng Index closing at 25,893.02, up 3.09%, recovering above 25,000 points.  
- The technology sector led the rally, particularly Longi Green Energy and Tencent, which rose 18.94% and 3.84%, respectively, driven by strong investor interest.  
- Macro factors such as export data and liquidity improvements influenced market sentiment, with investors showing a preference for growth opportunities despite some sectors experiencing capital outflows.

IMAGI INT'L

GLOBALSTRAT

TIME INTERCON

HSBC HOLDINGS

Hong Kong Stocks Close | HSI Surges 3.09% Back Above 25,800; Tech Hardware Leads Gains, Hang Seng Tech Index Soars Over 5%

As of current, the three major indices have significantly rallied from early morning pressure, with the Hang Seng TECH Index rising over 5% to lead the market. In terms of sectors, technology hardware and communication equipment stocks performed extremely strongly, showing excellent offensive capabilities amid the overall market recovery. Leading companies like ILUVATAR COREX and YOFC continued to surge, activating the vibrancy of the AI chip and optical communication industry chains

- The Hong Kong stock market has shown a strong recovery, with major indices rebounding significantly; the Hang Seng Index rose 3.16% to 25,910.99 points.  
- The technology hardware sector led the gains, particularly companies like Tensu Zhixin and Changfei Fiber Optic, which saw substantial increases in stock prices.  
- Investors are focusing on macroeconomic indicators and policy shifts, with positive sentiment toward domestic AI and telecommunications industries driving market activity.

FIT HON TENG

NANFANG COMM

Hang Seng TECH Index

Hong Kong Stocks Intraday | Hang Seng Index Rises 3.16%, Tech Hardware Leads Gains All Day, Hang Seng TECH Index Surges 5.05%

It’s good that the sustainable fuel tax is delayed amid this oil crisis. Hope the war will end by Oct.

Iran rejects United States ceasefire planOil volatility likely near-term. Markets typically price geopolitical risk quickly, then fade unless supply disruption occurs. Energy exposure = tactical hedge, not long-term thesis. Google KV cache compressionNegative sentiment for memory stocks short term, but AI demand still exploding structurally. Likely noise, not disruption to long-run DRAM growth. SpaceX possible IPOExtremely strong retail interest expected. Valuation will be key—great company doesn’t always mean great entry price. Prefer watching listing momentum first

NewUser_cDijAJJ

Boustead Return Rate

Sheng Siong

Apple

Dacai

Trump's going to lose this war. The more he talks means the more he's pretending it's going well.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

CNOOC-R

Pony AI

PONY-W

Tesla

KUAISHOU-WR

MEITUAN-WR

Stoneweg EUTrust EUR

Landmark REIT

BOYD Gaming

Apple Group

Alphabet - C

Alphabet

Meituan HK SDR 5to1

☕️ Daily Market Talk | March 26, 2026

Meituan

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

Stoneweg EUTrust SGD

Iran rejects US ceasefire plan — triggering increased oil volatility and exacerbating US dollar exchange rate fluctuations. Investment should still focus on hedging.

I believe US and IRAN are talking, it's just question of will they iron out their differences. Both have nothing to gain as the war continues...

The google report on memory stocks is classic Jevons paradox. Market perceives it as less memory needed= less demand. But the efficiency gains may actually expand AI use cases and total compute demand. Total demand might actually increase! Technically, if the recent lows hold, which they are despite the pull back, it can still be counted as the second wave of the fifth wave. So I am expecting a bounce pretty soon and a rally to new highs once smart money has collected enough.

Oil spikes on geopolitics tend to overshoot, and with fuel uncertainty still high, this is a pure volatility tradeAI demand is still compounding history shows innovation expands usage,not kills itSpaceX IPO will likely ride strong FOMO from both retail and institutions, but aggressive valuation and heavy capex mean discipline matters more than hypeVolatility trade,keep tight stop loss

SpaceX IPO definitely exciting. I’ve been following this company since many years ago, and finally Elon decided to take it public. It has shown its effect on all aerospace-related stocks.

SpaceX IPO at $75B+ valuation would be largest in years. But space infrastructure monetization still early stage

It is hard to see a clear end to the US,Israel and Iran tensions right now. Energy prices will stay high for sometimes and the economic impact could be tough.Honestly feeling quite pessimistic. 2026 looks like a challenging year ahead.Happy trading and keep more cash to buy more when there is a correction. Do not chase and buy now.😁

SGCNOOC@EC2611E(28309.HK)

SGCNOOC@EC2611E Stock Performance Chart

UBS expects energy prices to remain high for a longer period, with oil prices potentially reaching $130 per barrel

Hong Kong stocks closed | All three major indices retreated, risk aversion spread, DEEPEXI TECH surged nearly 60% against the trend

Hong Kong Stocks Intraday | Hang Seng Index Down 1.15% Losing Key Level, AI and Semiconductors Strong Against Market Trend, DEEPEXI TECH Surges Over 32%

Mainland China launches its first offshore carbon injection and gas enhancement technology demonstration application project

JP Morgan lists the latest preferred stocks of Chinese companies (Table)